See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,831 | $90,503-64.8% | $78,689-59.5% | $273,961-88.4% |
| Participation rate | 62.5% | 76.5%-14.0pp | 73.6%-11.1pp | 83.0%-20.5pp |
| Annual return | 9.35% | 75.60%-66.3pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,526 | $3,176-52.0% | $2,851-46.5% | $4,869-68.7% |
| Participant deferral / active EE | $3,433 | $3,901-12.0% | $3,517-2.4% | $5,287-35.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |